13F-HR filed by Gobi Capital LLC
Gobi Capital LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 13 holding rows worth $2,131,303,339.
- Accession
- 0001420506-26-001750
- Filer
- CIK 1698060
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 13 entries on the cover page, a total value of $2,131,303,339 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,131,303,339 with VALUE read as dollars as filed, 13F file number 028-17895. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| META PLATFORMS INC CL A | 30303M102 | COM | 702,909 | $395,941,611 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 864,256 | $305,367,572 | dollars as filed | |
| CREDIT ACCEP CORP MICH | 225310101 | COM | 358,067 | $227,995,582 | dollars as filed | |
| HCA Healthcare Inc | 40412C101 | COM | 502,045 | $195,742,325 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 386,368 | $160,586,132 | dollars as filed | |
| HEICO CORP NEW | 422806208 | CL A | 615,183 | $158,661,848 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 2,084,109 | $148,805,383 | dollars as filed | |
| MSCI INC COM | 55354G100 | Stock | 258,211 | $144,608,488 | dollars as filed | |
| BROWN & BROWN INC COM | 115236101 | Stock | 1,780,046 | $114,189,951 | dollars as filed | |
| Karooooo Ltd | Y4600W108 | COM | 2,287,668 | $112,919,292 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 74,300 | $85,763,747 | dollars as filed | call |
| SanDisk Corporation | 80004C200 | COM | 23,600 | $53,660,028 | dollars as filed | call |
| BLOOM ENERGY CORP | 093712107 | COM | 89,400 | $27,061,380 | dollars as filed | call |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-26-001750 | this filing | 2026-08-14 | acceptance time not in the bulk data set |